Mackenzie Financial’s United Bankshares UBSI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$341K Buy
2025
Q2
$299K Hold
2025
Q1
$285K Hold
2024
Q4
$308K Hold
2024
Q3
$305K Buy
2022
Q4
Sell
2022
Q3
$291K Sell
2022
Q2
$321K Buy
2022
Q1
$259K Buy
2021
Q4
$243K Sell
2021
Q3
$270K Buy